Purchases and Sales Made in Q1 2023 in Visa Inc. (V)
This table provides information about the institutional ownership of Visa Inc. (V) during Q1 2023. The information is specifically focused on institutions that hold shares of VISA INC..
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
May 08, 2023
Q1 2023
|
Tbh Global Asset Management, LLC
Brentwood, TN |
BUY
|
- |
1.66K+ 13.01% |
$344K - $384K
|
14.4K
$4.53M
|
|
May 10, 2023
Q1 2023
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
1.66K+ 0.41% |
$344K - $383K
|
406K
$128M
|
|
May 04, 2023
Q1 2023
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
1.66K+ 1.08% |
$343K - $383K
|
155K
$48.7M
|
|
Apr 18, 2023
Q1 2023
|
Chicago Capital, LLC
|
BUY
|
- |
1.66K+ 0.45% |
$343K - $383K
|
367K
$115M
|
|
Apr 27, 2023
Q1 2023
|
Sendero Wealth Management, LLC
San Antonio, TX |
BUY
|
- |
1.66K+ 8.69% |
$343K - $383K
|
20.7K
$6.51M
|
|
May 15, 2023
Q1 2023
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
1.66K+ 0.97% |
$343K - $383K
|
172K
$54M
|
|
Apr 20, 2023
Q1 2023
|
Valicenti Advisory Services Inc
|
BUY
|
- |
1.65K+ 5.5% |
$341K - $381K
|
31.6K
$9.93M
|
|
May 15, 2023
Q1 2023
|
Thomas White International LTD
Chicago, IL |
BUY
|
- |
1.65K+ 22.82% |
$341K - $381K
|
8.85K
$2.79M
|
|
Apr 12, 2023
Q1 2023
|
Franklin Street Advisors Inc
|
BUY
|
- |
1.63KNew |
$339K - $378K
|
1.63K
$514K
|
|
May 04, 2023
Q1 2023
|
Wayfinding Financial, LLC
Lynnwood, WA |
BUY
|
- |
1.63KNew |
$337K - $376K
|
1.63K
$512K
|
|
May 01, 2023
Q1 2023
|
Cutler Group LP
|
BUY
|
- |
1.62K+ 9.85% |
$336K - $375K
|
18.1K
$5.69M
|
|
May 08, 2023
Q1 2023
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
1.62K+ 14.09% |
$335K - $374K
|
13.1K
$4.12M
|
|
Apr 12, 2023
Q1 2023
|
Perkins Coie Trust CO
|
BUY
|
- |
1.61K+ 5.0% |
$335K - $373K
|
33.8K
$10.7M
|
|
Jun 01, 2023
Q1 2023
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
1.61K+ 52.2% |
$334K - $373K
|
4.7K
$1.48M
|
|
May 03, 2023
Q1 2023
|
W.G. Shaheen & Associates Dba Whitney & CO
|
BUY
|
- |
1.61K+ 2.8% |
$334K - $372K
|
59.1K
$18.6M
|
|
May 11, 2023
Q1 2023
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
1.61K+ 12.1% |
$333K - $372K
|
14.9K
$4.68M
|
|
May 12, 2023
Q1 2023
|
Fca Corp
Houston, TX |
BUY
|
- |
1.6K+ 65.54% |
$332K - $371K
|
4.05K
$1.27M
|
|
May 17, 2023
Q1 2023
|
Centaurus Financial, Inc.
|
BUY
|
- |
1.6K+ 9.32% |
$332K - $371K
|
18.8K
$5.91M
|
|
Apr 10, 2023
Q1 2023
|
Clarus Wealth Advisors
|
BUY
|
- |
1.6KNew |
$331K - $369K
|
1.6K
$502K
|
|
May 15, 2023
Q1 2023
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
1.59K+ 1.26% |
$330K - $368K
|
128K
$40.3M
|
|
Oct 19, 2023
Q1 2023
|
Borer Denton & Associates, Inc.
Blue Bell, PA |
BUY
|
- |
1.59K+ 7.67% |
$330K - $368K
|
22.3K
$7.02M
|
|
Apr 21, 2023
Q1 2023
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
1.59K+ 5.57% |
$329K - $368K
|
30.1K
$9.47M
|
|
May 10, 2023
Q1 2023
|
Staley Capital Advisers Inc
|
BUY
|
- |
1.59K+ 72.11% |
$329K - $367K
|
3.78K
$1.19M
|
|
May 09, 2023
Q1 2023
|
Nicolet Advisory Services, LLC
Green Bay, WI |
BUY
|
- |
1.57K+ 70.76% |
$325K - $362K
|
3.78K
$1.19M
|
|
May 05, 2023
Q1 2023
|
Bancreek Capital Management, LP
Santa Monica, CA |
BUY
|
- |
1.56K+ 5.57% |
$323K - $361K
|
29.6K
$9.3M
|
|
Apr 21, 2023
Q1 2023
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
1.56K+ 5.81% |
$323K - $361K
|
28.4K
$8.92M
|
|
May 04, 2023
Q1 2023
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
1.55K+ 16.75% |
$321K - $359K
|
10.8K
$3.4M
|
|
May 11, 2023
Q1 2023
|
Three Bridge Wealth Advisors, LLC
Portola Valley, CA |
BUY
|
- |
1.54K+ 43.6% |
$319K - $355K
|
5.06K
$1.59M
|
|
May 09, 2023
Q1 2023
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
1.53K+ 24.29% |
$317K - $354K
|
7.82K
$2.46M
|
|
May 12, 2023
Q1 2023
|
Dundas Partners LLP
Edinburgh, X0 |
BUY
|
- |
1.53K+ 1.28% |
$316K - $353K
|
121K
$38M
|
|
May 19, 2023
Q1 2023
|
Abacus Wealth Partners, LLC
Santa Monica, CA |
BUY
|
- |
1.52KNew |
$315K - $352K
|
1.52K
$478K
|
|
Apr 24, 2023
Q1 2023
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
1.52K+ 11.71% |
$315K - $351K
|
14.5K
$4.55M
|
|
May 12, 2023
Q1 2023
|
Independent Advisor Alliance
|
BUY
|
- |
1.51K+ 2.08% |
$313K - $349K
|
74K
$23.3M
|
|
Jun 07, 2023
Q1 2023
|
Sweeney & Michel, LLC
Chico, CA |
BUY
|
- |
1.51KNew |
$313K - $349K
|
1.51K
$474K
|
|
May 08, 2023
Q1 2023
|
Charter Research & Investment Group, Inc.
Southport, CT |
BUY
|
- |
1.51K+ 148.28% |
$312K - $348K
|
2.52K
$793K
|
|
Apr 18, 2023
Q1 2023
|
Donald L. Hagan, LLC
|
BUY
|
- |
1.5KNew |
$311K - $347K
|
1.5K
$472K
|
|
Apr 28, 2023
Q1 2023
|
Folger Nolan Fleming Douglas Capital Management, Inc
|
BUY
|
- |
1.5K+ 2.66% |
$311K - $347K
|
57.8K
$18.2M
|
|
Apr 26, 2023
Q1 2023
|
Gw Henssler & Associates LTD
|
BUY
|
- |
1.49K+ 1.68% |
$309K - $344K
|
89.8K
$28.3M
|
|
Apr 27, 2023
Q1 2023
|
First National Corp
|
BUY
|
- |
1.49K+ 79.57% |
$309K - $344K
|
3.36K
$1.06M
|
|
May 15, 2023
Q1 2023
|
Enterprise Financial Services Corp
Clayton, MO |
BUY
|
- |
1.49K+ 32.55% |
$309K - $344K
|
6.06K
$1.91M
|
|
May 12, 2023
Q1 2023
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
1.48K+ 2.72% |
$307K - $342K
|
55.9K
$17.6M
|
|
May 08, 2023
Q1 2023
|
Culbertson A N & CO Inc
|
BUY
|
- |
1.48K+ 7.46% |
$306K - $342K
|
21.3K
$6.69M
|
|
Apr 14, 2023
Q1 2023
|
Wood Trust Financial Corp
|
BUY
|
- |
1.47K+ 77.63% |
$304K - $340K
|
3.36K
$1.06M
|
|
Apr 06, 2023
Q1 2023
|
Peterson Wealth Services
|
BUY
|
- |
1.46K+ 8.85% |
$303K - $338K
|
18K
$5.66M
|
|
Apr 10, 2023
Q1 2023
|
Austin Asset Management CO Inc
|
BUY
|
- |
1.44KNew |
$299K - $334K
|
1.44K
$454K
|
|
Apr 17, 2023
Q1 2023
|
Colton Groome Financial Advisors, LLC
|
BUY
|
- |
1.44K+ 33.55% |
$298K - $332K
|
5.71K
$1.8M
|
|
May 05, 2023
Q1 2023
|
Mawer Investment Management Ltd.
Calgary, A0 |
BUY
|
- |
1.43K+ 0.06% |
$297K - $332K
|
2.35M
$740M
|
|
Apr 18, 2023
Q1 2023
|
Riversedge Advisors, LLC
|
BUY
|
- |
1.43KNew |
$297K - $331K
|
1.43K
$451K
|
|
Apr 19, 2023
Q1 2023
|
Segment Wealth Management, LLC
|
BUY
|
- |
1.4K+ 2.57% |
$291K - $325K
|
56K
$17.6M
|
|
May 15, 2023
Q1 2023
|
First Horizon Advisors, Inc.
|
BUY
|
- |
1.4K+ 7.88% |
$290K - $324K
|
19.2K
$6.03M
|